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Andy Lawson (BA, CFP®, MS, PhD)

Andy Lawson focuses in the
following client markets or areas of practice:

  • AUM
  • Generation X
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

High Net Worth Financial Planning Retirement Planning Estate Planning College Funding Planning Investment Management Investment Tax Management

Additional Information

Dr. Andy Lawson is a financial economist specializing in investment management and financial planning. He holds a Bachelor of Science degree in Mathematics and a Master of Science degree in Statistical Sciences from Southern Methodist University in Dallas, Texas and a Ph.D. degree in Financial Economics (Investments) from the University of Texas in Austin, Texas.

He is also CERTIFIED FINANCIAL PLANNER™ professional. Andy developed his portfolio management skills working with institutional investors—holding senior positions at a hedge fund, a pension fund advisory and an economics consultancy—and conducting scholarly research. His research interests include stock valuation, portfolio diversification, mutual fund performance, stock price volatility and the management of portfolio risk. During his research he has collaborated with a number of renowned economists and contributed to the economics literature. Andy now provides financial planning and investment management to clients with a variety of investment objectives in the United States and Europe.

He is a member of the American Statistical Association and the American Finance Association and lives in Dallas, Texas. Andy continues to carry out research relevant to the management of investment portfolios.

NAPFA Start Date

December 08, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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1800 Preston Park Blvd Suite 105 Plano, TX 75093 Phone: (469) 231-6040
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